DPIM
Duff & Phelps Investment Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Sell |
1,945,073
-938
| -0% | -$64.7K | 1.58% | 16 |
|
|
2025
Q1 | $134M | Buy |
1,946,011
+94,266
| +5% | +$6.5M | 1.57% | 18 |
|
|
2024
Q4 | $114M | Buy |
1,851,745
+29,098
| +2% | +$1.79M | 1.36% | 24 |
|
|
2024
Q3 | $113M | Buy |
1,822,647
+256,361
| +16% | +$15.9M | 1.3% | 26 |
|
|
2024
Q2 | $83M | Buy |
1,566,286
+197,930
| +14% | +$10.5M | 1.06% | 38 |
|
|
2024
Q1 | $73M | Buy |
1,368,356
+160,000
| +13% | +$8.54M | 0.87% | 44 |
|
|
2023
Q4 | $63.1M | Sell |
1,208,356
-348,455
| -22% | -$18.2M | 0.76% | 50 |
|
|
2023
Q3 | $78.9M | Buy |
1,556,811
+483,355
| +45% | +$24.5M | 1.04% | 37 |
|
|
2023
Q2 | $62.7M | Hold |
1,073,456
| – | – | 0.76% | 50 |
|
|
2023
Q1 | $65.6M | Hold |
1,073,456
| – | – | 0.8% | 48 |
|
|
2022
Q4 | $67.6M | Sell |
1,073,456
-939,581
| -47% | -$59.1M | 0.82% | 46 |
|
|
2022
Q3 | $120M | Buy |
2,013,037
+71,424
| +4% | +$4.24M | 1.5% | 19 |
|
|
2022
Q2 | $127M | Sell |
1,941,613
-95,670
| -5% | -$6.24M | 1.57% | 18 |
|
|
2022
Q1 | $139M | Sell |
2,037,283
-110,097
| -5% | -$7.52M | 1.61% | 19 |
|
|
2021
Q4 | $147M | Buy |
2,147,380
+108,859
| +5% | +$7.47M | 1.73% | 15 |
|
|
2021
Q3 | $127M | Buy |
2,038,521
+286,330
| +16% | +$17.8M | 1.65% | 16 |
|
|
2021
Q2 | $106M | Buy |
1,752,191
+79,000
| +5% | +$4.77M | 1.38% | 25 |
|
|
2021
Q1 | $99.6M | Buy |
1,673,191
+80,750
| +5% | +$4.81M | 1.36% | 23 |
|
|
2020
Q4 | $88.4M | Hold |
1,592,441
| – | – | 1.29% | 26 |
|
|
2020
Q3 | $80.9M | Hold |
1,592,441
| – | – | 1.26% | 27 |
|
|
2020
Q2 | $94.4M | Hold |
1,592,441
| – | – | 1.49% | 22 |
|
|
2020
Q1 | $87.7M | Hold |
1,592,441
| – | – | 1.53% | 26 |
|
|
2019
Q4 | $104M | Sell |
1,592,441
-441,964
| -22% | -$28.8M | 1.37% | 29 |
|
|
2019
Q3 | $135M | Sell |
2,034,405
-135,297
| -6% | -$9.01M | 1.83% | 7 |
|
|
2019
Q2 | $131M | Sell |
2,169,702
-185
| -0% | -$11.1K | 1.82% | 6 |
|
|
2019
Q1 | $126M | Sell |
2,169,887
-38,580
| -2% | -$2.24M | 1.89% | 8 |
|
|
2018
Q4 | $125M | Sell |
2,208,467
-4,916
| -0.2% | -$279K | 2.11% | 4 |
|
|
2018
Q3 | $122M | Buy |
2,213,383
+25,655
| +1% | +$1.41M | 1.84% | 6 |
|
|
2018
Q2 | $123M | Buy |
+2,187,728
| New | +$123M | 1.84% | 5 |
|